-41.2%
CRDL vs VT
+177.5%
-218.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +13.4% | +0.4% | +13.0% | +12.6% |
| 30D | +64.2% | +1.0% | +63.2% | +62.0% |
| 3M | +91.3% | +2.4% | +88.9% | +85.4% |
| 6M | +115.7% | +12.0% | +103.7% | +85.5% |
| YTD | +130.6% | +15.3% | +115.3% | +91.1% |
| 1Y | +98.2% | +22.6% | +75.6% | +52.3% |
| 3Y | +120.0% | +74.7% | +45.3% | +9.2% |
| 5Y | -42.4% | +66.1% | -108.6% | -69.3% |
| All | -41.2% | +177.5% | -218.7% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling